Clientbook Retail vs Endear CRM & Clienteling

Clientbook is a clienteling and crm solution built for retail store sales associates. By using Clientbook instead of a physical book of clientele, client tracking and communication is simple and transparent. Keep track of all customers' follow-ups, message history, special dates, preferences, product likes and notes all in one place. Replace the sales associate's physical client book. The app supports multiple sales associates and store locations. With a Clientbook subscription, store management gains access to a reporting dashboard that shows the sales team's effectiveness and efficiency. Some of the key benefits include: • Centralized client management for the entire sales team. Pick up right where the previous sales associate left off. • Unified SMS text messaging and email system. Sales associates never have to text a customer from their personal phone using their personal number. • Transfer clients from one associate to another. In those unfortunate circumstances where an associate leaves your company, transfer the clients they were working with, including their message history, to the another associate. • Message multiple clients at once. Send the message to a filtered group of your clientele once and have each receive it individually. Get alerted when a customer responds. • A suite of management tools to give the store management team visibility into overdue follow-ups, engagement rates, customer management, sales team training, and messages sent and received. Clientbook's features are based on clienteling best practices from some of the top retailers in the industry.

Personalize every customer interaction to increase order frequency and average order value, both online and in-store. PUSH NOTIFICATIONS Find out as soon as a customer is trying to get in touch - no more waiting on email alerts. MESSAGE DIRECTLY FROM YOUR DEVICE Now texting & emailing customers is as easy as texting anyone else. ACTIVITY FEED Easily see the latest activity in your account and across your team.